See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,611 | $81,625-83.3% | $58,482-76.7% | $139,434-90.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.09% | 7404.20%-7383.1pp | 4239.32%-4218.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,620 | $1,398+15.8% | $1,053+53.8% | $4,751-65.9% |
| Participant deferral / active EE | $3,239 | $2,557+26.7% | $1,924+68.4% | $6,710-51.7% |
| Admin fee / account holder | $106 | $3,265-96.8% | $2,516-95.8% | $11,403-99.1% |